Remote Family Benefits Consultant — Training & Growth

Lever, Inc.; Hilo (HI); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene with a focus on a seamless virtual experience.

This position offers training and the comfort of working from home, with a path for advancement based on performance. Interview process conducted via Zoom and no cold calling required.

Qualifications

• Admin duties include taking notes, scheduling, and CRM hygiene.
• Comfortable in virtual environment and on Zoom.

Responsibilities

• Assess client needs and present options to the client.
• Maintain the relationship after the first meeting.
• Handle administrative tasks such as notes, appointments, and CRM hygiene.

Job description

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain relationships after the initial meeting. The role includes administrative duties like notes, appointments, and CRM hygiene with a focus on a seamless virtual experience.

This position offers training and the comfort of working from home, with a path for advancement based on performance. Interview process conducted via Zoom and no cold calling required.